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Campaign Lifecycle

Every campaign in Score CRM follows a defined lifecycle with clear states and allowed transitions.

Campaign States​

Draft​

The initial state for all new campaigns. In draft state:

  • ✅ All fields are fully editable
  • ✅ You can send test emails
  • ✅ You can estimate recipients
  • ✅ You can delete the campaign
  • ❌ No emails are being sent

Scheduled​

The campaign is set to launch at a future date/time:

  • ✅ You can edit the campaign (returns it to draft first)
  • ✅ You can unschedule (returns to draft)
  • ❌ No emails are being sent yet
  • The system automatically transitions to running when the scheduled time arrives

Running​

The campaign is actively sending emails:

  • ❌ Cannot edit content, targeting, or settings
  • ✅ Can pause to temporarily halt sending
  • ✅ Can cancel to permanently stop
  • ✅ Can view real-time sending progress and stats
  • Recipients are processed in batches

Paused​

Sending is temporarily halted:

  • ❌ Cannot edit the campaign
  • ✅ Can resume to continue sending from where it left off
  • ✅ Can cancel to permanently stop
  • No emails are sent while paused
  • Already-sent emails are not affected

Completed​

All recipients have been processed:

  • ❌ Cannot edit or resend
  • ✅ Full reports and analytics are available
  • ✅ Can duplicate to create a new campaign based on this one
  • ✅ Can archive to hide from the active campaign list

Failed​

A fatal error occurred during sending:

  • ❌ Cannot resume
  • ✅ Can view partial reports for emails already sent
  • ✅ Can duplicate and retry with a new campaign
  • Investigate the error in your logs

Cancelled​

The campaign was manually cancelled:

  • ❌ Cannot resume or restart
  • ✅ Can view partial reports for emails already sent
  • ✅ Can duplicate to create a new campaign

Archiving​

Completed and cancelled campaigns can be archived to declutter your campaign list. Archived campaigns:

  • Are hidden from the default campaign list
  • Can be viewed by toggling the archive filter
  • Can be unarchived at any time
  • Retain all data and reports

What Happens When You Launch​

When you click Launch, the following sequence occurs:

  1. Validation: The system verifies all required fields are set (subject, from email, content, targets, SMTP)
  2. Recipient Resolution: All targets (lists + segments) are resolved, minus exclusions and suppressions
  3. SMTP Assignment: For percentage-split mode, each recipient is assigned an SMTP connection
  4. Sending Begins: Emails are sent in batches to your configured SMTP provider(s)
  5. Progress Tracking: Campaign stats are updated in real-time as events flow in

Monitoring Progress​

Campaign Progress

While a campaign is running, the Campaign View page shows:

  • Total recipients and emails sent so far
  • Progress percentage
  • Real-time event counts (delivered, opened, clicked, bounced)
  • Current sending rate